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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,216 | $81,358-19.8% | $155,556-58.1% | $80,959-19.4% |
| Participation rate | 42.1% | 66.3%-24.2pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 12.48% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $924 | $3,106-70.3% | $4,675-80.2% | $2,757-66.5% |
| Participant deferral / active EE | $1,384 | $3,455-60.0% | $5,631-75.4% | $4,300-67.8% |
| Admin fee / account holder | $14,530 | $7,994+81.8% | $15,885-8.5% | $6,925+109.8% |